Today users can create a recurring email of a dashboard or report to be sent daily, weekly or monthly. Many businesses need to send reports once a quarter. I'd like the current drop-down that is shown when recurring email is selected to add "quarter read more
Hey, I'm looking to see if I can place a point-in-time graph on particular companies, specifically tracking changes in their employee count. We need to track this for a particular contract. -Christopher
Hello, I am trying to create a report where I can track when a specific form is submitted and their contact has a deal associated with it. I eventually want to see how many people who have submitted a form on our website actually turn into a deal read more
@SHanegan none that scales well if you have multiple forms, but yes, there are.
The first one would be customer journey analytics. You could,...read more
Spoiler (Highlight to read) Hi, I am trying to set up a report mapping two deal values (full and weighted) against target (goal). When I add the goal one of the deal values stops displaying. Is it possible to display all 3 in one report, please read more
Hey @charlierapple , thank you for posting in our Community!
Ensure that all three values are sourced from the same data set or are compatib...read more
Hi, I'd like to add on my report a count of days from the deal creation date. I'm assuming I'd have to create a calulation deal property to do this but unsure of the formula, please could I get some help? Thank you!
Hi @MCourtney0 ,
You're correct, a calculation property is the right approach - not however the custom formula but the "time between" calculat...read more
Hi, I'm having issues with a repost i'm creating where a blank coloum keeps appearing. I've attached an image of my report, is there anyway to get rid of it? It just means that the text isn't getting shown in full due to the extra column. Thank read more
Hi @MCourtney0 ,
This is a pivot table which expects a column with values. As you haven't specified any property to be the value column, it's ...read more
We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who read more
Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain pr read more
Hi Tom, This sounds like something Dear Lucy could solve for you. You can leverage ie. line items for booked MRR and ie. any standard of custo...read more
Hey Community, A week ago in the Hubspots reports they said they were Custom Report (in the Export Type field) now I see that SnowFlake Report appear. Is there a way to change this? I see that there are limitations in this type of Repor read more
Hi @A_Rubio1 , Thanks for asking the Community! Just to make sure that I understand correctly, you are using the Snowflake integration and you...read more
Hello, I am trying to track to Average time to first response to customers for my team. I have Mon - Fri 8 AM Eastern time - 5:00 PM Eastern time set for the inbox SLA. When a new email comes in a new ticket is created. If the ticket is cre read more
Hi @IPrescott , I hope that you are well! I understand that you'd like to have an average time to first response of tickets excluding weekends fo...read more
Dear community, I am struggling to create a report on deals. I need it to show deals stacked based on win probability (we have a custom property for this, not using the deal stage-based probability), it needs to be split by close date and split by d read more